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Trump Delivers Ultimatum at Davos: US Investment or Trade Penalties

President Trump’s video address to the World Economic Forum in Davos presented a clear carrot-and-stick approach to global business leaders on his third day in office.

He promised among the lowest taxes worldwide for companies manufacturing in America while warning of substantial tariffs for those who don’t, suggesting these penalties could generate “trillions of dollars” for the US treasury. The speech drew a packed audience of 850 in Davos’s largest hall, with mixed reactions from attendees.

Trump’s appearance included notable moments such as his claim about Saudi Arabia’s planned $600 billion investment, which he suggested could increase to $1 trillion, drawing laughter from the audience. He also addressed the Russia-Ukraine conflict, expressing desire to meet with Putin while criticizing OPEC+ for maintaining high oil prices that he believes sustain the war.

Gold bars on a trading desk with gold price chart and news feed on screens — gold decoupling from geopolitics as monetary floor holds
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Gold Is Decoupling From Geopolitics. Here’s the Proof

Gold rose 3% on Iran peace news Wednesday. It held those gains Thursday when the US military briefed Trump on strike options. Same metal, opposite headlines, same price — because the monetary floor beneath gold is now larger than any geopolitical premium on top of it.

Read More »
A brass balance scale on a wooden desk with gold bars and coins on one side outweighing US dollar bills on the other, set against a dark blurred bookshelf background
Videos

Gold vs Stocks vs Real Estate: What the Data Shows

Stocks are at historically extreme valuations. The 40-year bond bull market is over. Real estate carries new structural risks. When you compare gold vs stocks vs real estate through a data lens, one asset class stands apart — and the macro conditions driving it are only getting stronger.

Read More »
Gold bullion bars on dark marble surface with rising price chart, illustrating the Iran deal gold price impact and Fed rate cuts thesis
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Gold Jumps on Iran Deal Hopes. The Real Driver Is the Fed

Gold and silver spiked Wednesday after Axios reported the US and Iran are close to a one-page peace deal. Most coverage is calling it a safe-haven trade. It isn’t. A Hormuz reopening lowers oil, cools PCE inflation, and gives the Fed room to cut rates — and compressed real yields are the engine behind every major gold rally. Here’s why the mechanism matters more than the headline.

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Latest News

Gold bars on a trading desk with gold price chart and news feed on screens — gold decoupling from geopolitics as monetary floor holds
News

Gold Is Decoupling From Geopolitics. Here’s the Proof

Gold rose 3% on Iran peace news Wednesday. It held those gains Thursday when the US military briefed Trump on strike options. Same metal, opposite headlines, same price — because the monetary floor beneath gold is now larger than any geopolitical premium on top of it.

Read More »
A brass balance scale on a wooden desk with gold bars and coins on one side outweighing US dollar bills on the other, set against a dark blurred bookshelf background
Videos

Gold vs Stocks vs Real Estate: What the Data Shows

Stocks are at historically extreme valuations. The 40-year bond bull market is over. Real estate carries new structural risks. When you compare gold vs stocks vs real estate through a data lens, one asset class stands apart — and the macro conditions driving it are only getting stronger.

Read More »

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